Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 2751 | NBT BANK N A /NY | 07-24-2023 | 06-30-2023 | 464 | 700,277,844 |
| 2752 | COMPASS ION ADVISORS LLC | 07-12-2024 | 06-30-2024 | 262 | 699,960,011 |
| 2753 | PINNACLE WEALTH PLANNING SERVICES INC | 08-09-2024 | 06-30-2024 | 508 | 699,887,939 |
| 2754 | FOCUSED WEALTH MANAGEMENT INC | 07-30-2024 | 06-30-2024 | 229 | 699,447,163 |
| 2755 | PIER CAPITAL LLC | 02-15-2024 | 12-31-2023 | 117 | 699,285,891 |
